港股异动丨燃气股集体走低,加息压制+成本高企双重承压

中金财经
Sep 17
  港股燃气股集体走低,其中,中国燃气跌3%,华润燃气、大众公用、港华智慧能源跌超2%,新奥能源、香港中华煤气、中裕能源跌1.7%。   消息面上,北京时间9月17日凌晨,美联储宣布加息25个基点,点阵图显示年底前还将再加息一次。公用事业板块作为典型的利率敏感型防御板块,在利率上行环境中估值受到压制,资金流出压力加大。随即香港金管局也公布,基本利率根据预设公式定于4.25厘,即时生效。   东吴证券在燃气行业周报中指出,国内LNG出厂价周环比继续上涨2.6%,成本端对气价的支撑依然强劲。但成本高企对下游城燃企业而言是“双刃剑”——虽然上游气源资产受益,但中下游城燃的利润空间被显著压缩。   短期来看,燃气股的走势将取决于上游成本能否向下游顺畅传导,以及冬季采暖季前城燃企业能否成功顺价。在成本高企与终端调价滞后的夹缝中,板块情绪偏弱有其合理性。          

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10